DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Consolidated Retirement Plan
Taft-Hartley planWhite Plains, NY
Assets
$492M
Total assets, Dec 31, 2024 reported
Funded
102.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
27
none on the tape
Plan sponsor: Board of Trustees Consolidated Retirement Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Other investments 2.2%
- Partnership/joint venture interests 22.0%
- 103-12 investment entities 6.9%
- Common/collective trusts 58.9%
- Registered investment companies 8.3%
- Common stock 0.0%
Consultants and advisers
7 firms
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Telus Health Actuarythrough Dec 31, 2023 Form 5500
- Lifeworks Actuarythrough Dec 31, 2022 Form 5500
- Cynomys,inc. Actuarythrough Dec 31, 2022 Form 5500
- Beins Axelrod P.C. Named fiduciarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York18 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Johnston International Equity3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Hamilton Laneplan years 2023
- Hardman Johnston Global Advisorsplan years 2022
Commitments
27 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $65.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Core Plus Fixed Income Funcollective trust | Amalgamated Bank of New York | Fixed income | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $39.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Intl Value Equitycollective trust | Amalgamated Bank of New York | Public equity | $30.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $40.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $34.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $83,938 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap Plus Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $82.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $43,068 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap Plus Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $80.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $58.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Core Plus Fixed Income Funcollective trust | Amalgamated Bank of New York | Fixed income | $23.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $36.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Intl Value Equitycollective trust | Amalgamated Bank of New York | Public equity | $30.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $37.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $31.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $54.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Core Plus Fixed Income Funcollective trust | Amalgamated Bank of New York | Fixed income | $22.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $33.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Intl Value Equitycollective trust | Amalgamated Bank of New York | Public equity | $25.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $34.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston International Equity | Public equity | $29.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $120,918 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Largecap Plus Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $70.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$788,708 (2023-12) · $750,756 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,282 | n/a | n/a | n/a | $492M | $109M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,272 | n/a | n/a | n/a | $477M | $105M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,241 | n/a | n/a | n/a | $445M | $105M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Amalgamated Bank codes 18 19 51 52 $777,123 PY2024
- Schulte Roth and Zabel LLP codes 29 50 $409,213 PY2024
- Amalgamated Employee Benefits Admin codes 13 50 $246,655 PY2024
- Johnston Asset Management codes 29 51 $193,658 PY2024
- Horizon codes 11 50 $154,443 PY2024
- Telus Health codes 11 50 $93,540 PY2024
- Novak Francella LLC codes 10 50 $58,000 PY2024
- Hamilton Lane Advisors, LLC codes 51 52 $48,384 PY2024
- Cynomys,inc. codes 11 50 $38,543 PY2024
- Andco Consulting codes 27 51 $35,000 PY2024
- Beins Axelrod P.C. codes 31 50 $20,028 PY2024
- Aligraphics, a Div. of Alicare Inc codes 49 50 $6,870 PY2024
- SS & C Technologies Inc codes 15 PY2024
- Genstar Capital Partners VII, L.P. codes 29 50 PY2024
- Alliant Insurance Services Inc codes 22 53 PY2024
- AFL Builders Investment Trust Sched. D C $7.7M PY2024
- Longview Largecap 500 Index Fund Sched. D C $65.1M PY2024
- Longview Core Plus Fixed Inc Fund Sched. D C $24.9M PY2024
- Longview 600 Smallcap Collective Sched. D C $39.0M PY2024
- Longview Int'l Value Equity Sched. D C $30.4M PY2024
- Longview Midcap 400 Index Fund Sched. D C $40.4M PY2024
- Johnston I. E. Group Trust Sched. D E $34.1M PY2024
- Longview Ultra Construction Loan Sched. D C $83,938 PY2024
- Longview Largecap Plus Fund Sched. D C $82.7M PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Amalgamated Employee Benefits Admin codes 13 50 $225,817 PY2023
- Horizon codes 11 50 $204,026 PY2023
- Johnston Asset Management codes 29 51 $177,555 PY2023
- Amalgamated Bank codes 18 19 51 52 $124,870 PY2023
- Schulte Roth and Zabel LLP codes 29 50 $124,244 PY2023
- Hamilton Lane Advisors, LLC codes 51 52 $120,599 PY2023
- Telus Health codes 11 50 $85,000 PY2023
- Novak Francella LLC codes 10 50 $75,000 PY2023
- Andco Consulting codes 27 51 $52,500 PY2023
- Cynomys,inc. codes 11 50 $30,420 PY2023
- Lowenstein Sandler LLP codes 29 50 $22,819 PY2023
- Beins Axelrod P.C. codes 31 50 $19,802 PY2023
- Koskie Minsky LLP codes 29 50 $7,564 PY2023
- Alliant Insurance Services Inc codes 22 53 PY2023
- SS & C Technologies Inc codes 15 PY2023
- Longview Largecap Plus Fund Sched. D C $80.6M PY2023
- AFL Builders Investment Trust Sched. D C $7.7M PY2023
- Longview Largecap 500 Index Fund Sched. D C $58.8M PY2023
- Longview Core Plus Fixed Inc Fund Sched. D C $23.9M PY2023
- Longview 600 Smallcap Collective Sched. D C $36.6M PY2023
- Longview Int'l Value Equity Sched. D C $30.8M PY2023
- Longview Midcap 400 Index Fund Sched. D C $37.6M PY2023
- Johnston I. E. Group Trust Sched. D E $31.5M PY2023
- Longview Ultra Construction Loan Sched. D C $43,068 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Amalgamated Bank codes 18 19 51 52 $623,034 PY2022
- Schulte Roth and Zabel LLP codes 29 50 $304,156 PY2022
- Amalgamated Employee Benefits Admin codes 13 50 $244,894 PY2022
- Horizon codes 11 50 $211,483 PY2022
- Johnston Asset Management codes 29 51 $203,626 PY2022
- Andco Consulting codes 27 51 $85,000 PY2022
- Lifeworks codes 11 50 $83,100 PY2022
- Novak Francella LLC codes 10 50 $69,000 PY2022
- Koskie Minsky LLP codes 29 50 $62,918 PY2022
- Lowenstein Sandler LLP codes 29 50 $55,960 PY2022
- Cynomys,inc. codes 11 50 $33,375 PY2022
- Beins Axelrod P.C. codes 31 50 $9,320 PY2022
- SS & C Technologies Inc codes 15 PY2022
- Alliant Insurance Services Inc codes 22 53 PY2022
- AFL Builders Investment Trust Sched. D C $11.7M PY2022
- Longview Largecap 500 Index Fund Sched. D C $54.3M PY2022
- Longview Core Plus Fixed Inc Fund Sched. D C $22.4M PY2022
- Longview 600 Smallcap Collective Sched. D C $33.0M PY2022
- Longview Int'l Value Equity Sched. D C $25.2M PY2022
- Longview Midcap 400 Index Fund Sched. D C $34.1M PY2022
- Johnston I. E. Group Trust Sched. D E $29.6M PY2022
- Longview Ultra Construction Loan Sched. D C $120,918 PY2022
- Longview Largecap Plus Fund Sched. D C $70.3M PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedConsolidated Retirement Plan funded ratio 105.8% -> 102.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedConsolidated Retirement Plan plan assets $537M -> $444M (-17.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133177000-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.